Keystone Wealth Services’s Seagate STX Stock Holding History

Keystone Wealth Services’s Portfolio STX Stock Details STX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Sell	11,172 -2,546	-19%	-$1.94M	2%	6
2026 Q1	$5.37M	Sell	13,718 -668	-5%	-$255K	1.15%	17
2025 Q4	$3.96M	Hold	14,386	–	–	0.83%	26
2025 Q3	$3.4M	Sell	14,386 -1,000	-6%	-$171K	0.74%	29
2025 Q2	$2.22M	Hold	15,386	–	–	0.54%	43
2025 Q1	$1.31M	Hold	15,386	–	–	0.35%	69
2024 Q4	$1.33M	Hold	15,386	–	–	0.35%	66
2024 Q3	$1.69M	Hold	15,386	–	–	0.47%	51
2024 Q2	$1.59M	Sell	15,386 -1,000	-6%	-$93.4K	0.49%	48
2024 Q1	$1.52M	Sell	16,386 -1,000	-6%	-$87.9K	0.5%	48
2023 Q4	$1.48M	Hold	17,386	–	–	0.51%	46
2023 Q3	$1.15M	Hold	17,386	–	–	0.44%	55
2023 Q2	$1.08M	Hold	17,386	–	–	0.4%	58
2023 Q1	$1.15M	Buy	+17,386	New	+$1.11M	0.47%	51

Other funds holding STX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Keystone Wealth Services's STX Position: Q2 2026 in Review

Keystone Wealth Services reduced its Seagate (STX) stake by 19% in Q2 2026, selling an estimated $1.94M and leaving 11,172 shares worth $10.8M. The position accounts for 2% of the portfolio, ranked #6.

Keystone Wealth Services first reported a position in STX in Q1 2023 and has held it in 14 quarters since. 1,958 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Keystone Wealth Services held 11,172 shares of Seagate worth $10.8M as of Q2 2026.
Keystone Wealth Services sold 2,546 Seagate shares in Q2 2026, an estimated $1.94M.
Seagate made up 2% of Keystone Wealth Services's portfolio in Q2 2026, its #6 holding.
Keystone Wealth Services first reported a position in Seagate in Q1 2023 and has held it in 14 quarters since.
1,958 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.